Connect WhatsApp Business

1. Click on "Connect Embedded Setup"

2. Login to Your Facebook Account
   If you are not already logged in, sign in to continue.

   

3. Click on “Get started”

   

4. Choose your Meta Business Account

   Select your existing Meta Business Account.

   Fill in Your Business Details, including:

• Business Portfolio

• Business Name

  

  If you do not have a Business Portfolio, select "Create a Business Portfolio" from the dropdown menu and add the required details.

  

5. Create a New WhatsApp Business Account (if applicable)

   If you are using Embedded Signup for the first time, you must create a new WhatsApp Business Account.

6. Add and Verify Your WhatsApp Business Number

   Choose a verification method (SMS or Phone Call).
   Ensure the number meets the following requirements:

• The number must be valid and active during the verification process.

• Businesses cannot register a number that is currently active on WhatsApp Messenger or the WhatsApp Business App.

• If you need to use an existing WhatsApp number, you must first deactivate it from WhatsApp Messenger or WhatsApp Business App.

7. Verify Your Phone Number

• If registering a toll-free number with IVR, IVR should be disabled temporarily to allow WhatsApp to verify the number via call.

• Enter the 6-digit code you receive and click "Next".

8. Important: Add a Payment Method

• Click "Add a Payment Method" to be redirected to the Facebook Billing page.

• If you miss this step, you can complete it later by clicking "Pay for WhatsApp" after connecting the channel.

9. Or Click "Finish" to be redirected to the Boxly "Connect WhatsApp" page.

Connecting WhatsApp as a Channel is our most technical of channel connections but simply follow the step-by-step guide below and you'll be connected in no time at all.

If you run into any issues, you can contact us at support@boxly.ai and we would be happy to assist.

Here is the complete step-by-step guide in a video format, also below are step-by-step instructions.

Step 1 - Create a Meta for Developers account

In order to connect a WhatsApp account to Boxly you will need to first create a Meta for Developers account to configure the connection.

If you already have a Meta for Developers Account, please move to Step 2

To create an account go to the developer's page for Meta

Click on "Get Started" on the top right hand corner

Next, click continue to start the account creation process

Follow the account creation steps

• Verify your developer account by adding a mobile number.

• In the new window enter the code that was sent to the specified phone number. Click “Continue”;

• Select Developer

• Click on complete registration

Step 2 - Create an APP

Go to the developer's page and click on "My Apps" on the top right of the menu.

Next, click on Create App

Select, "Other"

Next, on the pop up, select the app App type - Select the Business option. Scroll down the page and click "Next"

Next, fill in the details below.

App display name
Use your business name here

App Contact Email
Add your email address or an email you have access to

Business Manager Account
You can skip this at this stage and come back to it later

Once you create the app you will land on the app dashboard.

Click on the "Set up" button on WhatsApp

You have now created your WhatsApp app Successfully.

Now go

Step 3: Create your WhatsApp account

• Tap on the "Start using the API" button

• You will be redirected to the “Getting Started” Sub Section

• On the API Setup Page, click "Add phone number".

  

• Add the necessary information about your business in the next step

  

• After filling in the information, Select “ Next” to begin the phone number verification process

• Select your country code from the drop-down and enter the phone number you would like to register

Here's how to do this:

• From your phone, go to the WhatsApp app that this number is connected to;

• Tap "Settings" → "Account" → "Delete account";

• Enter the phone number and tap "Delete account"

To back up your conversation on Apple IOS, read this
To back up your conversations on Android, Watch this video

• Then select your preferred choice to receive the verification code, either by Text Message or Phone, and click "Next" to continue

• Enter the code that you received in the message, and click “Next”.

• Once the number has been verified, It will appear in the From “drop-down menu” of the “Send and Receive Messages” section of the panel

  

• Finally, fill out the payment details

  

Step 4: Create an Admin System user to generate a Permanent Access Token

• From The App Dashboard > Select “Business settings”

  

• Under the Users Tab, select System Users and Click “Add”

  

• Enter the system user name and select the Role As” Admin” and click “Create system user”.

  

• Now click on the “Assign Assets” > Apps > select the asset (the app you created) then Assign all the permissions.

  

• Select the system user and click “Generate New Token”.

  

• Next, select the app and click on “Never” Under Token expiration

  

• Select the Below permissions

  

1. business_management

2. whatsapp_business_management

3. whatsapp_business_messaging

• In the next window of the created token, copy and save the token.

Step 5: Connect WhatsApp to Boxly

• Go to Boxly > go to Channels

  

• Click "Connect a new Channel" and find “WhatsApp” and click "Connect".

  

• In the next screen hit "Next", to get your Callback URL

  

• Copy the webhook URL from Boxly and paste it against the ‘Callback URL’ field on Facebook you can find it Under WhatsApp > Configuration tab

  

• Copy the Verify token from Boxly and paste it against the ‘Verify token’ field on Facebook and Hit “Verify and Save”

  

• Once you have added that Click on the Manage Button next to “Webhook Fields” subscribe to:

• account_review_update

• account_update

• messages

• No go to your Boxly account and Paste the Access token you saved before, along with the Phone number ID and WhatsApp Business Account ID From the API Setup section under “WhatsApp”

  

• Once Done, toggle on the APP Mode: to live.